04/05/2017 – Congruent Investment Partners

March 14, 2017 by admin

Aspire | The CFO Preparatory Institute

April 5th, 2017
8:00 AM – 9:00 AM

Providence Towers
Easter Tower Conference Room B
5001 Spring Valley Rd
Dallas, TX 75244

April’s Aspire presentation will be presented by Barrett Lidji, Vice President of Congruent Investment Partners. Barrett will provide an overview of the mezzanine investment landscape with a specific focus on how companies can properly analyze and use mezzanine capital to address various situations:

Fund growth,
Buy out a partner,
Fund a management buyout of the business,
Secure an acquisition line,
Pay a dividend to ownership, and
Address various special situations.

Guest SpeakerBarrett Lidji
Vice President
http://www.congruentinv.com/

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04/05/2017 – Congruent Investment Partners

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